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SalesforceDeveloper.ax1288SalesforceDeveloper.ax1288 

Urgent Please help - Changing options(values) for a picklist(Lead Status) during lead life cycle

Hi,


I want to picklist options for Lead Status based on the lifecycle of the lead

When creating a lead, only the following status values should be available:
Suspect
Inquiry

After Creation and Prior to Marketing Qualified(Lead status); the status options should be:
 - Dead
 - Inquiry
 - Marketing Qualified
 - Nurture - Marketing
 - Suspect
 - Working

If the lead is currently in Marketing Qualified or Sales Acknowledged the only status options should be:
 - Sales Acknowledged
 - Sales Rejected
 - Nurture – Marketing
 - Nurture – Sales

 

Is the above requirement possible? Please help.

Best Answer chosen by Admin (Salesforce Developers) 
SalesforceDeveloper.ax1288SalesforceDeveloper.ax1288

I created a bunch of validation rules to meet the requirement

All Answers

AmitSahuAmitSahu
A simple way would be create another picklist with values : New,Prior to Marketing Qualified, Currently in Mkt Qfied ..something like that. and make this picklist the master for the other one..As here in this case Status is the standard field you cannot make it dependent on the custom one. So you can add the above values to status field and create anothe picklist for all other fields.....with dependent on Status....

Hope did not confuse you more.....
SalesforceDeveloper.ax1288SalesforceDeveloper.ax1288

Can you please exxplain in details. But here how can I change the picklist values when lead is created and edited. Please help.

 

Thanks
SalesforceDeveloper.ax1288SalesforceDeveloper.ax1288

I created a bunch of validation rules to meet the requirement

This was selected as the best answer